content first in action

C O N T E N T F I RS TI N AC T IO N

Stephanie Learystephanieleary.com@sleary

O L D W O R K F LO W

• Discovery and Planning

• Design

• Build

• Write

• Test

R E S PO N S I V E D E S I G N + C O N T E N T

S TRAT E GY

H T M LW I R E F RA M ES

N E W W O R K F LO W

Discovery and Planning

Structure

Write

Design

Build

Testitera

te

DE S I G N A N D PL A N N I N G• Requirements

• User research

• Content audit

• Content model

C M S US E R SE N D U SE R S +

If content authors can’t or won’t use the CMS, it’s game

over.

K N O W T H E T O O L S E T• Post types

• Taxonomies

• Fields

Requirements often describe structure:“separate”

“search by…”“sort”“filter”

“We need a way to separate events bios

productscourses

etc. from our posts and pages.”

POST TYPE

“We want to display _____ alongside the description.”

FIELD OR TAXONOMY

“We want to sort by X and Y as well as by title and date.”

FIELD*

“This text input should be a controlled list.”

TAXONOMY… PROBABLY

R E Q U IR E M E N T S

AC F F I E L D T Y P E S

A S K Q UE ST I ON S• What things are you writing about? How are

they related? How are they grouped?

• How detailed can we get and keep the editing process sustainable?

• Should different groups of people have permission to edit different things?

F I E LD Q UE S T I ON S• What are the parts that make up each thing?

• Which of those fit the fields the CMS provides, and which do we need to create?

• What should the editing experience be for each part?

TA XO N O M Y Q U E S T I O N S• Do we have any groups in which several kinds

of categories are mixed? Can these be separated into more clearly delineated groups?

• Do our authors understand the differences between each group?

• Should items in different groups have completely different sets of fields? (Maybe a post type is better.)

F I E LD O R TA XO N O M Y ?

What is the format of this data?

Should the input be a controlled list?

Should duplicates be avoided? FIELDTAXONOMY

NoYes

Text Anything Else

A DVA N C E D C U S TO M F I E L D S

G E N E RAT E W PO R

C P T U I

+

RA P I D PR OT O T Y PE S

PO ST T Y PE S A N D TA XO N O M I E S

DE S I G N C O N T E N T I N C O N T E XT

• Single page views

• Date-based archives

• Taxonomy-based archives

• Site search results

• Specialized search results

• Home page features

I T E RAT E .

C O U R SE C O R R E C T I O N I S E A SY• Post Type Switcher

• Term Management Tools

• WP All Export / WP All Import

P O S T T Y P E S W I TC H E R

TE R M M G M T T OOL S : ME R G E

T E R M M G M T T O O L S : CH A NG E

F I E L D T O TA XO N O M YWP A L L E XP O RT

L IS T E N .

C H A N G E T H E A D M I N U I

• Hide unneeded features

• Make everything on the screen relevant

• Change placeholders and labels

• Add toolbar options for pattern library elements

• Add inline help

• Document in the CMS

H I DE U N NE E DE D F E AT U R E S

TU R N OF F SC R E E N OP T I O N S<?php

add_filter( 'default_hidden_meta_boxes', 'my_default_hidden_screen_options', 10, 2 );

function my_default_hidden_screen_options( $hidden, $screen ) {

$hide_these = array( 'dashboard_primary','postcustom','trackbacksdiv',

);

return array_merge( $hidden, $hide_these );}

M AK E E VE RY T H I N G R E LE VA NT

M AK E E VE RY T H I N G R E LE VA NT

ADMIN CO LU MNS

C H A N G E P L AC E H OL D E R S


<?phpadd_filter( 'enter_title_here', 'my_title_placeholders' );function my_title_placeholders( $placeholder ){ $screen = get_current_screen();

switch ( $screen->post_type ) {case 'people':

$placeholder = 'Enter full name';break;

case 'course':$placeholder = 'Enter course title';break;

case 'facility':$placeholder = 'Enter building name and number';break;

default: break;

} return $placeholder;}

C H A N G E L A B E L SFE AT U R E D I MAG ES

C H A N G E L A B E L S

<?phpremove_meta_box( 'postexcerpt', 'post', 'side' );

add_meta_box('postexcerpt', __( 'Plain Text Summary' ), 'post_excerpt_meta_box', 'post', 'normal', 'high');

N E W E XC E R P T L A B E L

A DD I N L I N E H E L P

C H A N G E IN L IN E H E L P

C H A N G E I N L I N E H E L P

<?phpremove_meta_box( 'postexcerpt', 'post', 'side' );add_meta_box( 'postexcerpt', __( 'Plain Text Summary' ),

'custom_post_excerpt_meta_box', 'post', 'normal', ‘high’ );

function custom_post_excerpt_meta_box( $post ) { ?><label class="screen-reader-text" for="excerpt"><?php _e( 'Plain Text

Summary' ) ?></label><textarea rows="1" cols="40" name="excerpt" id="excerpt"> <?php echo $post->post_excerpt; // textarea_escaped ?></textarea><p><?php

__( 'The plain text summary will appear on archive pages (e.g. lists of posts by category) and in search results.' );

?></p><?php}

N E W E XC E R P T BOX

A D D T O O L B A R S T Y L E S & B U TT O N S

ADVAN CED T IN Y MCE


SH ORTCA K E U I

ADD HEL P L I BRARY I N T HE CMS

WP H EL P

To sum up…

“Well, that’s how the CMS does it.”

“Well, that’s how we made the CMS do it.”

C O N T E N T E D I TO R S F E E L …

• empowered

• included

• appreciated

• pampered?!

• INVESTED

M O R E C O N T E N T S T RAT E GY S T U F F• More code

• A content inventory plugin

• Videos

• A book

• http://stephanieleary.com/tag/content-strategy/

content first in action

Technology